With a career that began on Wall Street in 1997, I have built a multi-decade investment background spanning retail brokerage, managed assets, and late-stage private investing. I started as a retail stockbroker, gaining firsthand insight into investor behavior and market fundamentals, before advancing into portfolio management and navigating capital through multiple market cycles.

 

Today, I focus on mid to late-stage, pre-IPO investments, partnering with established companies at critical inflection points as they prepare for institutional scale and public markets. My approach is shaped by experience across both public and private markets, with an emphasis on disciplined underwriting, risk management, and long-term value creation.